Paul Winter Financial Strategies @pbwinter
Paul Winter is a Reg. Rep. of and offers securites products & services through NYLIFE Sec. LLC, Member FINRA/SPIC. And agent, New York Life Ins. Company. PaulWinterFinancialStrategies.com Joined July 2011-
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Summer is the perfect time to teach kids about budgeting and saving. Start small—big lessons grow from simple conversations. If you need any guidance of your own, don't be afraid to raise your hand. I'm here to help.
Today we celebrate Juneteenth by reflecting on the history, culture, and achievements of African Americans everywhere. #Juneteenth
Today we honor and remember the brave men and women who gave their lives in service to our country. We are forever grateful for their sacrifice and the freedoms they have secured for us. #MemorialDay
As life changes, your needs can change. That's why having life insurance protection that offers flexibility is a must. Let's talk about how you can have the coverage you need, when you need it most, with a portfolio approach. nyl.co/43OjD5M
Thinking outside the box has always helped you live your best life. That's why a customized portfolio of life insurance protection that gives you the flexibility you need may be the right fit for you and your budget. Give me a call to learn more. bcove.video/2GUz2cs
With long and short-term goals for your family, versatile life insurance is a must. Watch this video and contact me to find out how a portfolio of protection may cost less than a single policy. bcove.video/2GUz2cs
Why pay for more protection than you need? Give me a call to discuss how we can put together customized protection for your family that fits the bill. nyl.co/3Fkwu5i
These 10 financial habits can hurt your retirement savings and cause you to fall short of your retirement goals. bit.ly/48rgOqV
If you’re contemplating an IRA rollover, remembering these three important rules can help you avoid making a costly tax mistake. bit.ly/3NB9MHz
This article explores how you can integrate permanent life insurance and a deferred income annuity with increasing income potential into your retirement savings plan to provide value beyond an investment-only strategy. go.ey.com/3RxX2CA
Home for Christmas... bit.ly/3v5aeHP
When gifting money and assets within your family, consider these several aspects that are crucial for tax purposes and overall financial strategy. yhoo.it/3Gh09tG
Happy Thanksgiving...
After you retire, there are several factors that may cause you to want to change your investment strategy. Here are the most important things to consider when reevaluating your portfolio. yhoo.it/3u4wAZ8
The cost of nursing homes and adult care grew by 2.4 percent in July. While Medicare may cover some of your expenses, it would be wise to get your long-term care planning on the right track. bit.ly/451bfMY
Sometimes the best gift you can receive is a little free financial advice. Learn what you should consider before retirement and reach out if you want to know more. As always, I'm here to help. nyl.co/3t7yNm4
Life events don’t pause for market downturns, but there are ways you can cover your expenses without selling yourself short. Reach out and I’ll explain how owning a cash value permanent life insurance policy can give you more financial flexibility to help you reach your goals.
If you’re interested in early retirement, you’ll want to take certain steps to make sure you have enough money to last you a lifetime. Here are some strategies you want to consider when planning for early retirement. bit.ly/45Bi092
Join us for NYL’s Power of Knowing webinar on Sep. 18th at 2 PM EST with Dr. Michael Finke, sharing his simple and effective framework for a goals-based retirement income plan. Register now at: <INSERT YOUR UNIQUE REGISTRATION LINK HERE>
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